• Conduct deep-dive analyses to generate insights that inform content strategy, product experience, and growth initiatives • Design and operationalize frameworks and models that link user activity (content consumption, platform usage) to downstream subscriber lifecycle outcomes • Identify churn improvement opportunities and risk areas through proactive analysis • Translate complex analytical findings into clear, compelling narratives for executive leadership and cross-functional stakeholders • Deliver fast, ad-hoc analyses to address evolving business needs and priorities • Partner with our Research team to integrate qualitative knowledge with quantitative models and metrics • Partner closely with Data Engineering to design scalable pipelines, data models, and dashboards • Integrate AI-driven tools and automation into daily workflows to enhance efficiency, scale reporting, and unlock deeper performance insights

• Excel in a fast-paced, entrepreneurial, and challenging environment • Work across various facets of our business, including clinical outcomes, operational objectives, marketing and sales needs • Understand and deploy creative solutions to support Summus leadership in reporting outcomes and strategic business decisions • Design methods and utilize tools required for data capture and reporting • Collaborate with team members across disciplines • Work closely with the leadership team to further develop data strategy with ongoing iteration • Work collaboratively to identify and implement data strategies prior to the roll out of new products and service offerings • Create enhancements to our technology platform and online experience in concert with our Engineering team • Manage relationships with vendors involved in the Summus data strategy • Collaborate with Member Experience on member engagement and strategic account plans • Work with stakeholders across Commercial, Member Experience, Client Success, and other internal stakeholders to deliver on project needs to maximize commercial outcomes with employer and individual clients

• Own revenue account reconciliations, accounting analyses, and data validation activities to ensure the accuracy and integrity of financial reporting. • Collect, analyze, and reconcile revenue data across accounting systems, ERP platforms, and operational databases, proactively identifying and resolving data discrepancies, anomalies, and reporting issues. • Support month-end, quarter-end, and year-end close processes, including revenue reporting, reconciliations, and preparation of audit-ready documentation for internal and external audits. • Develop and maintain SQL queries, Python-based analyses, reports, and data extracts to investigate revenue trends, improve reporting accuracy, and deliver actionable business insights. • Partner with Revenue Accounting, Finance, Business Operations, Product, and IT stakeholders to support revenue-related initiatives, new product launches, and order-to-cash processes. • Contribute to process improvements by documenting business rules, automating manual reporting activities, enhancing data workflows, and strengthening data quality controls.

• Supports data management, reporting, and performance monitoring activities for statewide rural health transformation initiatives. • Assists in development and maintenance of dashboards, reports, and structured data products used to track program implementation and provider performance. • Performs data extraction, cleaning, validation, and analysis to support recurring reporting requirements and ad hoc requests. • Maintains structured datasets and tracking systems aligned with program reporting and compliance needs. • Develops standard reports and visualizations to support performance monitoring across provider initiatives. • Assists in identifying trends, inconsistencies, and data quality issues. • Coordinates with data, technical assistance, and program teams to support data-driven decision-making. • Contributes to preparation of reports, presentations, and documentation for state and federal stakeholders. • Maintains organized, audit-ready documentation of data sources, methodologies, and reporting outputs. • Supports continuous improvement of data processes and workflows. • Up to 25% travel may be required.